Fiduciary Litigation

Areas of Experience

Will Contests/Trust Contests
Exploitation Claims/Diminished Capacity or Vulnerable Adult Cases
Construction Cases, including
- Cy Pres
- Inheritance by Adopteds
- Beneficiary Qualification
- Tax Apportionment
Removal of Trustee/Appointment of Successor Trustee
Reformation Cases
- For Tax Compliance
- To Correct a Mistake
- To Provide Equitable Relief
Modification Cases
Termination of Trust Cases
Instruction Cases
Breach of Fiduciary Duty Cases, including
- Duty of Loyalty Disputes
- Improper Investment Cases
- Improper Charges
- Claims Between Beneficiaries
Contested Accountings – Both Estate and Trust Accountings
Wrongful Death Proceedings
Guardianship/Conservatorship Proceedings
Discovery of Asset Proceedings
Determination of Heirship Proceedings
Non-Judicial Settlement Agreements
Uniform Trust Code Issues
Mediation of Fiduciary Issues
Expert Testimony
Malpractice Involving Planning or Administration of Trusts or Estates
Defense of Class Action Cases Involving Claims Against Fiduciaries